Managing User POVs in Hyperion Financial Reporting

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Purpose

This tutorial covers exporting, modifying, importing, and deleting user Point of Views (POVs) for multiple users and data sources in Hyperion Financial Reporting.

Time to Complete

Approximately 30 minutes

Overview

In Hyperion Financial Reporting, users have a user POV for each data source that they can access.

To change user POVs for multiple users and data sources, you modify and import an XML file that contains the POVs for users and data sources. The easiest way to create the layout of the XML file is to export the user POVs from Financial Reporting. You then modify the XML file and import the user POVs into Financial Reporting.

Administrators can also delete POVs for multiple users and data sources if the user POVs are corrupt. User POVs can be corrupt due to changes to data source outlines, such such as adding, removing, or renaming dimensions.

Scenario

As an administrator, you are tasked with modifying user POVs for multiple users and data sources and importing them into Financial Reporting. If user POVs are corrupt, you must delete the user POVs from Financial Reporting so that the POVs will revert to the top-level members of each dimension.

Prerequisites

Before starting this tutorial, you should:

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Have access to a data source such as a Financial Management application or an Essbase database.

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Have access to Financial Reporting release 9.3.1 or higher.

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Have access in Workspace to a Financial Reporting report for the data source.

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Have the administrator account and password.

Exporting User POVs from Financial Reporting.

To export user POVs to an XML file, perform these steps:

.

Edit the Program Files\Oracle\FinancialReportingStudio\products\financialreporting\bin\ManageUserPOV.properties file.

a. Enter the Financial Reporting Web application server name, administrator user name, administrator password, and, if needed, the data source user name and password.

In this example, you use the * to prompt for the administrator user name and password.

b. Enter the export XML file name, and the list of users and data sources for which you want to export the user POVs. Leave the list of users and data sources blank to export all user POVs for all data sources.

 

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From the Windows desktop, select Start, and then Run. In the Open box, type cmd, and click OK.


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In the Command Prompt window, enter the CD command to change the directory to the Program Files\Oracle\FinancialReportingStudio\products\financialreporting\bin directory.

 

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Type ManageUserPOV.cmd Export ManageUserPOV.properties.

 

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Enter the administrator user name and password.

The POVs for the selected user names and data sources are exported to the XML file, ManageUserPOVExport.xml, that you specified in the properties file, ManageUserPOV.properties.

This is a portion of an exported XML file:

For the rjackson user, the Product dimension is set to 200 and the Market dimension is set to East.

Modifying and Importing User POVs

To modify and import user POVs to Financial Reporting, perform these steps:

.

Edit the Program Files\Oracle\FinancialReportingStudio\products\financialreporting\bin\ ManageUserPOVExport.xml file, modify the user POVs, and save the file with a different name, such as ManageUserPOVImport.xml.

In this example, we change the Product member to 100, and the Market member to West for the rjackson user.

 

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Edit the Program Files\Oracle\FinancialReportingStudio\products\financialreporting\bin\ ManageUserPOV.properties file.

a. Enter the Financial Reporting Web application server name, administrator user name, administrator password, and, if needed, the data source user name and password.

b. Enter the import XML file name, and the list of users and data sources for which you want to import the user POVs.

In this example, we import the user POVs from the ManageUserPOVImport.xml file, for the rjackson and lturner users, and the Sample:Basic data source.

 

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From the Windows desktop, select Start, and then Run. In the Open box, type cmd, and click OK.

 

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In the Command Prompt window, enter the CD command to change the directory to the Program Files\Oracle\FinancialReportingStudio\products\financialreportin\bin directory.

 

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Type ManageUserPOV.cmd Import ManageUserPOV.properties.

 

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Enter the administrator user name and password.

The user POVs for the selected users and data sources are imported to Financial Reporting.

 

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Launch Hyperion Workspace and log in as one of the users whose user POV you modified. Run a report for the selected data source and verify the user POV.

The user POV for rjackson is the 100 product member for the West market.



Deleting User POVs in Financial Reporting

To delete user POVs in Financial Reporting, perform these steps:

.

Edit the Program Files\Oracle\FinancialReportingStudio\products\financialreporting\bin\ ManageUserPOV.properties file.

a. Enter the Financial Reporting Web application server name, administrator user name, administrator password, and, if needed, the data source user name and password.

In this example, you use the * to prompt for the administrator user name and password.

b. Enter the list of users and data sources for which you want to delete the user POV. For the ConfirmDeletion option, accept the default of true to require a confirmation before Financial Reporting deletes the user POVs.

In this example, the user POVs for the Sample:Basic data source for the rjackson, LTurner, and ljensen users will be deleted.

 

.

From the Windows desktop, select Start, and then Run. In the Open box, type cmd, and click OK.


.

In the Command Prompt window, enter the CD command to change the directory to the Program Files\Oracle\FinancialReportingStudio\products\financialreporting\bin directory.

 

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Type ManageUserPOV.cmd Delete ManageUserPOV.properties.


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Enter the administrator user name and password.


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At the "Are you sure you want to proceed?" prompt, type 1 to proceed.

The user POVs for the Sample:Basic database for the rjackson, LTurner, and ljensen users are deleted from Financial Reporting. The user POVs are reset to the top-level member of each dimension.


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Launch Hyperion Workspace and log in as one of the users whose user POV you deleted. Run a report for the selected data source and verify that the user POV is set to the top-level member of each dimension.

In this example, the user POV for rjackson is set to the top-level member of the Product and Market dimensions.

Summary

In this tutorial, you should have learned how to:

Resources

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